Richard Mona, CIMA®, is a seasoned professional with over twenty years of experience in the finance industry, currently serving as an Associate National Life Sales Representative at Amica Insurance. In this dynamic role, Richard is part of a record-breaking team that has surpassed $8.2 million...
Richard Mona, CIMA®, is a seasoned professional with over twenty years of experience in the finance industry, currently serving as an Associate National Life Sales Representative at Amica Insurance. In this dynamic role, Richard is part of a record-breaking team that has surpassed $8.2 million in Life Net New Premium, showcasing his exceptional ability to drive sales and foster client relationships. His impressive track record includes consistently exceeding monthly sales goals by up to 225%, a testament to his strategic approach and deep understanding of the life insurance market.
Richard's expertise spans a wide array of financial services, including institutional and retail relationship management, compliance, operations, investments, and financial planning. His comprehensive knowledge of securities regulation and asset allocation allows him to provide tailored solutions that meet the unique needs of financial advisors and their clients. As a State Life Insurance Licensed professional across all 50 states, Richard conducts professional needs-based life insurance and annuity telephone sales conversations, ensuring that clients receive the highest level of service and support.
In just six months, Richard not only exceeded his annual sales goals but also achieved key performance indicators (KPIs), reflecting his commitment to excellence and client satisfaction. His passion for managing relationships and delivering outstanding client service is evident in every interaction, making him a valuable asset to Amica Insurance and a trusted partner for financial advisors. With a strong foundation in mutual funds, ETFs, and retirement planning, Richard continues to leverage his skills to enhance client experiences and drive growth in the competitive landscape of life insurance sales.
